Episode 6: How to Provide Exceptional Client Experiences
Episode 6
How to Provide Exceptional Client Experiences
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Check out this episode of the Escaping the Accountants Trap podcast, where Adam Lean discusses the importance of providing exceptional client experiences with his guest, Steph Vaughan-Jones, the head of business development for Moneypenny USA.

In this episode...

  • They explore why Moneypenny focuses on creating great customer relationships and how it can benefit accounting firms.
  • They dive into the various reasons why accountants choose to outsource their call answering and live chat services, such as saving time, improving efficiency, and capturing new business.
  • They also discuss the significance of first impressions, the importance of personalized and professional service, and the advantages of extending opening hours and adapting to hybrid working models.

If you're an accountant or bookkeeper looking to escape the accountant's trap and enhance your client experiences, this episode is a must-listen.

You can check out Moneypenny's website here: https://www.moneypenny.com/us/

You can connect with Stephanie on LinkedIn here: https://www.linkedin.com/in/stephanievaughanjones/
 Highlights from this episode 
Why Outsourcing is So Important
Why Businesses Need to Outsource
Personalize Your Communications
Keep Your Responses Customer Centric
Next FREE training on How to Start a CFO Service so you can grow your practice
Thursday, June 20th
at 3p ET | 12p PT

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Copyright 2024 - The CFO Project®